Gary W. Robertson is a senior vice president in Callan's Private Equity Consulting group. He is responsible for alternative investments consulting services at Callan. Gary is a member of Callan's Alternatives Review Committee and is a shareholder of the firm.
Prior to joining Callan in 1991, Gary spent five years as a vice president with Robertson & Co., a San Francisco-based, family-owned investment bank engaging in mergers and acquisitions. Prior, he was a financial analyst with Atherton Advisory, a Silicon Valley-based financial services firm. He also worked with Morgan Stanley & Co. Inc. in San Francisco in the operations and administration areas, and with Spear, Leeds & Kellogg and A. G. Becker, members of the Pacific Stock Exchange.
Gary earned an M.B.A. from Golden Gate University and a B.A. in economics from the University of Colorado.